QuoteIQ makes it simple to create invoices that match your service structure, customer preferences, and payment process. Whether you’re sending a fresh invoice or recording a completed job, here’s how to do it step by step.
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Step 1: Navigate to the Invoices Tab
From your dashboard, click the Invoices tab on the left-hand side.
Then, in the top right corner, click Create Invoice.
Step 2: Select a Customer
Choose a customer from your existing list, or create a new one directly from this screen.
Once selected, their contact details will auto-fill.
Step 3: Fill in Invoice Details
Under Invoice Details, you’ll see:
The invoice number (auto-generated, but editable)
Invoice issue date
Payment terms: Choose from Due Upon Receipt, 1% 10 Net 30, or 30 Days
Step 4: Add Services
Input your service name, amount, and optional description.
If this is a one-time service you don’t want saved to your list, click “No, don’t add to my services,” then hit Save.
Step 5: Add Billing Info
In the billing section, you can:
Apply a discount rate
Add a tax rate
Include a convenience fee
The total invoice cost will automatically update at the bottom.
Step 6: Set Payment Status
Choose between:
Pending – If you’re waiting on payment
Paid – If the customer already paid and you’re just logging it
This keeps your records clean and helps automate status tracking.
Step 7: One-Time vs Recurring
Choose whether this is a One-Time Invoice or a Recurring Invoice.
Recurring invoices will repeat automatically based on the interval you set.
Step 8: Final Customization Options
Client Message: Add a personal note to the invoice
Photos: Upload before-and-after or proof-of-completion images
Accepted Payment Methods: List the types of payment you’ll accept
Payment Terms: Reiterate terms for clarity and compliance
Step 9: Save and Preview
Press Save & Continue to review your invoice.
From this screen, click the Share button and choose how to send it to your customer—email, text, or download.
Step 10: View & Manage Invoices
After sending, return to the Invoices tab to view your invoice under:
Pending
Paid
Recurring
From the Pending tab, you can mark the invoice as paid or click Send Reminder to nudge your customer by email.
FAQs
Can I add multiple services to one invoice?
Can I add multiple services to one invoice?
Yes. Just click “Add Another Service” after entering the first one.
What happens if I set the status to Paid by mistake?
What happens if I set the status to Paid by mistake?
You can go back and edit the invoice at any time from the Invoices tab.
Can I send the invoice by text instead of email?
Can I send the invoice by text instead of email?
Yes. From the preview screen, press Share and choose text as the delivery method.
Will customers see the convenience fee?
Will customers see the convenience fee?
Yes. It appears in the cost breakdown on their invoice.
How can I control which payment methods appear on my invoices?
How can I control which payment methods appear on my invoices?
During invoice creation, scroll to the Accepted Payment Methods section and click Add Accepted Payment Methods. Here you can type in the payment methods you want displayed—such as “Card,” “Cash,” “Check,” or “Online Payment.” Whatever you enter will appear on the invoice for the customer to view.